Implementing ChartHop
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Installing payroll apps
Rippling (licensed API only)

Installing the Rippling app

This section covers setting up the Rippling integration app, which allows you to sync your employee roster to ChartHop. 

Review your payroll system data

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Setting up the Rippling payroll app

If your Rippling account includes API access and you'd like to use ChartHop's Rippling app to connect your Rippling data to ChartHop, please contact your ChartHop implementation specialist for assistance at [email protected].

Install the Rippling app

After you have Rippling account API access, you can install the Workday integration app in ChartHop.

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Configure data sync settings for Rippling

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Automatically create backfills - This option creates a backfill position in ChartHop (open job) when an employee is marked as departed in your payroll system.

Configure advanced settings

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Setting

Description 

Missing location information

Select one of the two options for what should happen if location information is set for an employee.

  • Set Remote as the default location in ChartHop - When selected, any open role that does not have a location set will be set to have a Remote location in ChartHop.
  • Leave location blank in ChartHop - When selected, any open role that does not have a location set in your payroll app will not have a location set in ChartHop.

Advanced sync options

Select the data changes you want to include in your sync. You can include some or all of the following employee data: 

  • Job titles 
  • Managers 
  • Groups 
  • Compensation 
  • Hire dates 

Overwrite person fields 

ChartHop recommends using this setting to avoid needing to update both ChartHop and your payroll system when a change is made to any field value that is synced from your payroll system.

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When you choose this option, your payroll system remains the source of truth for the following fields in ChartHop: birthdate, gender, home address, and so on. Any edits you or an employee make to this data in ChartHop are overwritten during synchronization. This can pose an issue when someone uses ChartHop to update employee fields in ChartHop, without requesting an update in the source system. 

Historical data

Choose whether or not you want to sync historical data. You can turn this off if you want to exclude any historical changes before the date of your initial sync.

Exclude IDs 

To exclude specific individuals from the sync, enter their unique payroll system IDs here, separated by commas. 

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Generally, the company ID should be left blank unless otherwise informed by your ChartHop Customer Success team.

Run an initial one-time sync of your payroll data

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Verify your data in ChartHop

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Configure your payroll app sync to run daily

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